Print Straight to Liscio From Your Tax Software

For years your tax software would only print into its own storage, and that private pipe is why your bill kept climbing. Liscio breaks the cycle. Print straight from UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect or Drake into your Liscio FileConnect queue.

By Chris Farrell Published July 17, 2026

Every firm knows the small daily chore. You finish a return, and now you have to get it into your document system. Print it, save it somewhere, log into a portal, upload it, put it in the right place. One firm said it plainly: pull it out of Drake, go to the file-sharing site, throw it in the system. It is manual, it is repetitive, and it is easy to get wrong.

Liscio ends that chore. You print your return straight from your tax software, and it lands in your FileConnect queue. No download and reupload. No separate trip to a portal. You route it from there.

The Private Pipe You Have Been Paying For

Here is something the industry never says out loud. For years, your tax software would only print neatly into one place: the storage its maker wanted you to use. Drake printed into Drake’s storage. UltraTax printed into FileCabinet CS. CCH printed into Axcess Documents. SmartVault won firms by being the place Lacerte and ProSeries print into.

That was never a convenience. It was a fence. Each vendor built a private pipe from its software to its own storage, and then treated that pipe as the reason you could not leave. Switch systems and you lose the one-click print you rely on all season, so you stay. And because you stay, the price goes up. Renewal after renewal, the bill climbs, because the vendor knows the pipe is holding you in place.

This is how firms end up paying more every year for software that has not gotten meaningfully better. Not because the tools are worth more, but because leaving feels impossible. The private pipe became a tollway, and your firm has been paying the toll.

How Liscio Breaks the Cycle

Liscio does not build a private pipe to one tax vendor and charge you for the privilege. Liscio reads the return itself, so it works with any tax software that produces a computer-generated return. And seven packages print straight in.

UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, and Drake: they all print straight into Liscio the same way you already print to save a PDF. The integration list that vendors used to lock firms in simply stops mattering, because you no longer need a private connection to anyone.

That is the end of the tollway. When your returns are not tied to one vendor’s storage, no vendor can hold your files hostage to keep raising your bill. You are not choosing Liscio because it built a better fence. You are choosing it because it tore the fence down.

How It Works

FileConnect requires Microsoft 365. The Liscio print folder is a OneDrive folder, set up once with your firm’s Microsoft 365 business account. Set it as the print destination in your tax software once, then print returns to it.

Each return arrives in your FileConnect queue. Your firm routes it to create a Smart Tax Organizer or a Smart Tax Delivery: one path, multiple workflows. Liscio does not assign the client for you; you choose where each return goes.

What Arrives Is Not Just a File

The reason this belongs to Liscio and not to any storage folder is what happens after the file lands. A file printed into plain storage is a file in a folder: still to be named, still to be sorted, still to be found later by clicking.

A return printed into Liscio is put to work. Route a prior-year return to an organizer, and Liscio builds the client’s document request list from the prior-year Form 1040. Route it to a delivery, and Liscio turns the finished return into a delivery draft that you review and send. Then, as clients send documents back, File Intelligence reads, names and files each one, and flags a file it isn’t sure of instead of naming it. Printing straight to Liscio is the easy part. What happens next is the point.

Getting Started

Printing straight to Liscio requires Microsoft 365. Set up the print folder once, set it as your print destination, and your returns start arriving in your FileConnect queue. To check Liscio reads your returns first, test one of your prior-year returns on liscio.me. If your firm is leaving a system that held you in place with a private pipe, this is how the daily workflow you rely on comes with you, without the toll.

See how Liscio works: Book a demo

Common questions

How do I print from my tax software to Liscio?

Set up the Liscio print folder once with your firm's Microsoft 365 business account; it is a OneDrive folder. Set it as the print destination in a supported tax package, then print returns to it the same way you already print to save a PDF, with no upload or download. Each return arrives in your FileConnect queue, where you route it to create an organizer or a delivery.

Which tax software can print into Liscio?

Seven packages: UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, and Drake. Separately, Liscio reads the return itself, so it works with any tax software that produces a computer-generated return (not a scan). Test one of your returns on liscio.me to see for yourself.

Why does my current document software cost more every year?

Often because it holds a private pipe to your tax software. When your tax program only prints neatly into one vendor's storage, leaving means losing the one-click workflow you rely on all season, so firms stay and the price keeps climbing. That leverage is the fence. Liscio reads the return itself, so it works with any tax software that produces a computer-generated return, and seven packages print straight in. Your returns are not tied to one vendor's storage.

Isn't printing into Liscio the same as SmartVault's print feature?

The result looks similar: both let you print returns in. In Liscio, each return printed from UltraTax CS, CCH ProSystem fx, CCH Axcess, Lacerte, ProSeries, ProConnect, and Drake arrives in your FileConnect queue, where you route it to create an organizer or a delivery: one path, multiple workflows. Liscio also integrates with SmartVault both ways (push and pull documents), so you can keep SmartVault and add the client side.

Does the file get organized automatically once it arrives?

You route it. Each printed return arrives in your FileConnect queue, and your firm routes it to create a Smart Tax Organizer or a Smart Tax Delivery; Liscio does not assign the client for you. For the documents clients send, File Intelligence reads, names and files each one, and flags a file it isn't sure of instead of naming it.

Do I need to keep a separate document system to use this?

No. The point of printing straight to Liscio is to stop maintaining a separate stop between your tax software and your document system. Your returns land in your FileConnect queue, ready to route to an organizer or a delivery, so the file lives in one place instead of being copied between several.